- Revision History
- Overview
- Feature Summary
- Enterprise Data Management
-
- EPM Common
- Features
-
- New Videos
- Additional Methods for String Lists in Expressions
- Copy Viewpoint Extracts
- Enhanced Template Import Results
- Exclude Implicit Shares for Node Locations in Expressions
- Expressions Using Inherited and Derived Properties for Node Data Type Properties
- Get Parents for Node Locations in Expressions
- IsEmpty Method for String, List, and Memo Data Types in Expressions
- Locations for Node Data Type Properties in Expressions
- Previous and Next Sibling for Node Object in Expressions
- Resize Table Columns on List Pages
- Reverse Method for Node Collections in Expressions
- Save and Load Expressions Using Files
- Shared Member Before Base Member Validation for EPM Cloud Applications
- Template Import Preview
- Update Existing Applications During Template Import
- Work with Hierarchies from Same Viewpoint on Separate Tabs
-
- IMPORTANT Actions and Considerations
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Product | Feature | Notes |
|---|---|---|---|
| 24 NOV 2021 | Created initial document. |
HAVE AN IDEA?
We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Cloud Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at EPMdoc_ww@oracle.com.
DISCLAIMER
The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.
This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.
Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
|||||
|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
||
Expressions Using Inherited and Derived Properties for Node Data Type Properties |
||||||
IsEmpty Method for String, List, and Memo Data Types in Expressions |
||||||
Shared Member Before Base Member Validation for EPM Cloud Applications |
||||||
Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, December 3, 2021.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, December 17, 2021.
The monthly update will not be applied to any environment for which this monthly update is requested to be skipped using the EPM Automate skipUpdate command or service request to Oracle.
NOTE: Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle strongly recommends that you download the maintenance snapshot every day to a local server.
The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, December 3, 2021.
NOTE: Some of the links to new feature documentation included in this readiness document will not work until after the Oracle Help Center update is complete.
Documentation Updates Available One Week After Readiness Documents
Updated documentation is published on the Oracle Help Center on the first Friday of each month, coinciding with the monthly updates to Test environments. Because there is a one week lag between the publishing of the readiness documents (What's New and New Feature Summary) and Oracle Help Center updates, some links included in the readiness documents will not work until the Oracle Help Center update is complete.
https://docs.oracle.com/en/cloud/saas/epm-cloud/index.html
Fixed Issues and Considerations
Software issues addressed each month and considerations will be posted to My Oracle Support.
NOTE: Fixed issues for EPM Cloud Common components (Smart View for Office, EPM Automate, REST API, Migration, Access Control, Data Management/Data Integration, Reports, Financial Reporting, and Calculation Manager) are available in a separate document on the My Oracle Support “Release Highlights” page.
This provides visibility into EPM Cloud release contents.
Please Join Oracle Cloud Customer Connect
Please take a moment to join the Cloud Customer Connect forums for EPM Cloud services. Oracle Cloud Customer Connect is a community gathering place for members to interact and collaborate on common goals and objectives. This is where you will find the latest release information, upcoming events, or answers to use-case questions. Joining takes just a few minutes. Join now!
https://cloud.oracle.com/community
NOTE: The Settings and Actions menu now contains a link to Cloud Customer Connect. To access this link, from the Home page, click the down arrow next to the user name (in the upper right-hand corner of the screen), and select Cloud Customer Connect.
Give Us Documentation Feedback
We welcome your comments and suggestions to improve the content of the What's New document and the product documentation.
Please take our quick survey or send us your feedback at EPMdoc_ww@oracle.com. In the body or title of the email, state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle.
Follow EPM Cloud on YouTube, Twitter, Facebook, and LinkedIn.
These are great resources for the latest updates and information about EPM Cloud.
Updates to the EPM Cloud Operations Guide
New topics and updates are available in the EPM Cloud Operations Guide.
Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
New information includes:
- Managing Your Service Requests. This new topic contains information on managing service requests, including the escalation process.
- Preventing Daily Maintenance from Terminating Database Refresh and Cube Restructures. This new topic explains how to defer the daily maintenance process so that it does not terminate long-running in-progress database refreshes and cube restructures.
- Enrolling in the Implementation Success Program. This topic has been updated with templates that you can use to create Application Design Documents for Planning and Planning Modules business processes.
Business Benefits: Information in the EPM Cloud Operations Guide helps you troubleshoot issues and report issues and requests to Oracle.
Key Resources
A new version of EPM Automate is now available. This version introduces the deployTaskManagerTemplate, enableQueryTracking, and executeAggregationProcess commands. Additionally, this version includes updates to the exportLibraryArtifact, exportQueryResults, and importLibraryArtifact commands.
Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
deployTaskManagerTemplate Command
Deploys Financial Consolidation and Close and Tax Reporting tasks from a Task Manager template into a task schedule ensuring consistent execution of repetitive business processes.
enableQueryTracking Command
Enables query tracking on ASO cubes to start capturing user data retrieval patterns (queries).
executeAggregationProcess Command
Initiates the aggregation process, optionally using query tracking statistics, to improve the performance of ASO cubes. This is an important step in optimizing ASO cubes.
Updates to the exportLibraryArtifact Command
The exportLibraryArtifact command has been enhanced to accept the optional exportFormat=Native|File|LCM parameter, which allows you to specify a format for the output file created while exporting Narrative Reporting library artifacts.
Updates to the exportQueryResults Command
The exportQueryResult command has been updated to accept the optional dataFormat=NATIVE|COLUMNAR parameter, which allows you to format the resulting data in Essbase native format or order it in columns for easy interpretation and import into other applications.
Updates to the importLibraryArtifact Command
The importLibraryArtifact command has been enhanced to accept the optional importFormat=Native|File parameter, which allows you to specify the format of the file that is used to import library artifacts into Narrative Reporting.
Business Benefit: The new commands facilitate the remote administration of EPM Cloud environments. Updates to the exportLibraryArtifact, exportQueryResults, and importLibraryArtifact commands allow you to specify formatting options for import and export operations.
Key Resources
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
The following new videos are available.
Getting Started with Enterprise Data Management Cloud for Users
This overview shows browsers, requesters, and data managers where to find and perform the basic functions of their roles in Enterprise Data Management Cloud. You learn how to navigate the user interface, access help documentation, browse data in views and viewpoints, where to create requests to change data, and view request details. You also learn how requests are processed through an approval workflow, and how subscriptions automatically generate requests. Finally, you learn where to validate viewpoints, access data transactions on the Audit page, and manage the synchronization of dimensions with external applications.
Getting Started with Enterprise Data Management Cloud for Owners
This overview shows application owners where to find and perform the basic functions of their roles in Enterprise Data Management Cloud. This video covers the basics of Enterprise Data Management applications and their application objects, and touches on the following tasks for owners: registering applications, managing views and viewpoints, granting data permissions, creating policies, managing data integrity, managing dimensions, managing data chain objects, managing properties, and managing lookup sets.
Getting Started with Enterprise Data Management Cloud for Service Administrators
This overview shows service administrators where to find and perform the basic functions of their roles in Enterprise Data Management Cloud. You learn the tools available to service administrators for managing users, groups, and user roles; creating system and artifact backups; cloning environments; managing daily maintenance; working with application templates; customizing environment look and feel; creating global connections; and recreating the service. You also learn how to use built-in system reports, download EPM Automate, access Cloud Customer Connect and Oracle Support web sites, provide feedback to Oracle, and view information about your subscription.
Business Benefit: Videos provide overviews and step-by-step instructions to help you perform your related business activities.
Additional Methods for String Lists in Expressions
New expression methods are available to evaluate and manipulate lists of string values.The following methods are now available for String List data types in an expression:
- IndexOf - returns the position of a string in a list of strings
- Intersect - compares two string lists and returns the values which exist in both lists
- Reverse - returns a list of strings in the reverse order
Business Benefit: Some business rules need to identify the position of a value in an ordered list, determine common values between two lists, or evaluate a list of values in the opposite order. For example, a custom validation which checks whether a value is the first item in a list, or if a List property contains multiple specified values.
Key Resources
- List and String List Data Type in Administering and Working with Oracle Enterprise Data Management Cloud
Viewpoint extracts for a dimension can be copied to create a new extract using the same settings as the original extract. Once an extract has been copied, you can modify the configuration of the new extract as required.
Business Benefit: Copying an extract reduces the time and effort to create multiple extracts which are very similar but with a few minor differences. An example is two extracts which produce the same output format but use different filters.
Key Resources
- Creating Extracts in Administering and Working with Oracle Enterprise Data Management Cloud
Enhanced Template Import Results
The results of a template import process have been enhanced to identify the objects imported from the template, indicate which were successful, and determine any warnings/errors that occurred during import. The template import results can be filtered to only objects which have a Success, Warning, and/or Error status if necessary.
Business Benefit: Administrators want to understand which template objects were successfully imported, which were partially imported with warnings, and which objects were skipped due to an error.
Key Resources
- Previewing Template Imports and Reviewing Import Results in Administering and Working with Oracle Enterprise Data Management Cloud
Exclude Implicit Shares for Node Locations in Expressions
The Locations and BoundLocations collections for the Node object provides an optional argument to exclude implicitly shared nodes from the returned list of node instances. When the Exclude Implicit Shares argument is set to True, only node instances under unique parents are returned. Duplicate instances of a node under the same parent are excluded from the returned list.
Business Benefit: In some situations, it is necessary to evaluate or return only node locations under unique parents rather than all locations of a node in a viewpoint. For example, a node may exist in 3 locations in a viewpoint but has the same parent in all of them.
Key Resources
- Node Data Type in Administering and Working with Oracle Enterprise Data Management Cloud
Expressions Using Inherited and Derived Properties for Node Data Type Properties
Inherited and derived properties are now accessible for associated nodes specified in Node data type properties using an expression. This allows expressions to reference inherited and derived values for related nodes in different node sets.
Business Benefit: Some expressions need to access properties of referenced nodes in different node sets which may have inherited or derived values. For example, a custom validation which checks an inherited Region property for a Sales Representative node associated with a Customer node.
Key Resources
- Node Data Type Property in Administering and Working with Oracle Enterprise Data Management Cloud
Get Parents for Node Locations in Expressions
The Locations collection for the Node object in an expression includes parent information for each location of a node in a hierarchy node set. This enables you to identify the parent for each location as well as access other information from a specific node location such as relationship and inherited properties.
Business Benefit: For business logic which uses the locations of a node in a hierarchy node set, sometimes it is necessary to evaluate or return the parent of each node instance. An example is a derived property which returns all immediate parents for a given node in a viewpoint.
Key Resources
- Node Data Type in Administering and Working with Oracle Enterprise Data Management Cloud
IsEmpty Method for String, List, and Memo Data Types in Expressions
An IsEmpty method is available for String, List, and Memo data types in an expression to determine whether a value is null or a defined blank value. This single method can perform both checks rather than needing to do separate checks for null and blank values.
Business Benefit: In some cases, it is necessary to determine whether a property or computed value is null or an empty string. For example, a custom validation which evaluates whether a property has a value or not.
Key Resources
- Administering and Working with Oracle Enterprise Data Management Cloud
Locations for Node Data Type Properties in Expressions
Locations are available for Node data type properties in an expression to access relationship level information for an associated node in a different hierarchy node set. This allows you to access parent relationships, relationship level properties, and inherited property values from each location of an associated node in a related hierarchy set.
Business Benefit: In certain situations, expressions need to access relationship based information for associated nodes from other hierarchy node sets.
Key Resources
- Node Data Type Property in Administering and Working with Oracle Enterprise Data Management Cloud
Previous and Next Sibling for Node Object in Expressions
The Node object in an expression offers additional methods to provide access to previous and next sibling information for a node in a hierarchy viewpoint. The PreviousSibing method returns the sibling node before the current node under a given parent. The NextSibling method returns the sibling node after the current node under the same parent.
Business Benefit: Some business rules need to identify or evaluate adjacent siblings to a node in a hierarchy. An example is a derived property which returns the previous sibling of the current node to identify its relative position in a sibling list.
Key Resources
- Node Data Type in Administering and Working with Oracle Enterprise Data Management Cloud
Resize Table Columns on List Pages
Columns can be manually resized in tables displayed on listing pages in the Enterprise Data Management user interface. You can individually expand or reduce the width of displayed columns in a table to better view information based on a particular screen size. Column size can be adjusted by dragging the table header grid lines or specifying a numerical width.
Business Benefit: In smaller browser windows, it may be desirable to resize displayed columns in order to view values whose length exceeds the default width.
Reverse Method for Node Collections in Expressions
A Reverse method is available for node collections in expressions to reverse the order of nodes returned from those collections. The following node collections allow use of the Reverse method:
- AllAncestors
- Ancestors
- BoundAncestors
- BoundLocations
- Children
- Locations
- Siblings
Business Benefit: Some expressions need to evaluate or return nodes in the reverse order to produce the proper result. Examples include checking a list of ancestors from the bottom to the top or finding the last sibling under a given parent.
Key Resources
- Node List Data Type in Administering and Working with Oracle Enterprise Data Management Cloud
Save and Load Expressions Using Files
An expression can be saved to a file and loaded from a file in the expression builder. These operations are available for all types of expressions including derived properties, property transformations, custom validations, subscription filters, policy filters, and extract filters. Only expression files generated by the system can be loaded. Manually created files are not supported.
Business Benefit: In some cases, individual expressions need to be transferred from one Enterprise Data Management environment to another.
Key Resources
- Saving and Loading Expressions from a File in Administering and Working with Oracle Enterprise Data Management Cloud
Shared Member Before Base Member Validation for EPM Cloud Applications
A Shared Member Before Base Member validation is available for Planning, Planning Modules, and Financial Consolidation and Close application dimensions to ensure that nodes which are marked as shared members are located after base members in a hierarchy viewpoint. This validation can be enabled or disabled at the dimension level for applications of these types.
Business Benefit: Nodes which are setup as shared members should not be located before their base members in a dimension of a Planning or Financial Consolidation and Close application.
Key Resources
- Administering and Working with Oracle Enterprise Data Management Cloud
A template file can be previewed prior to import into a target Enterprise Data Management environment. You can identify the artifacts in the template as well as determine which are new, modified, unchanged, or will be skipped by the import process. Artifacts marked as skipped include error messages indicating problems to be resolved before or after the template import.
Business Benefit: Administrators want to preview the contents of a template file, understand what changes are expected when the template is imported, and resolve any issues which are identified by the import process to ensure a successful migration across environments.
Key Resources
- Previewing Template Imports and Reviewing Import Results in Administering and Working with Oracle Enterprise Data Management Cloud
Update Existing Applications During Template Import
Existing applications and their related artifacts can be updated during a template import process. This enables objects created or updated for an application in a source environment to be migrated to a target environment where the application already exists. The template import process will create objects which do not already exist and modify existing objects for the target application.
Updates can be processed for both objects within the selected application as well as global objects used by the application. Objects archived or deleted in the source environment will not be removed from the target environment.
Business Benefit: Ongoing metadata changes to an application may need to be transferred to a different environment where the application already exists. For example, a new property is added to a node type and needs to be migrated from a Test environment to a Production environment.
Key Resources
- Updating an Existing Application using a Template in Administering and Working with Oracle Enterprise Data Management Cloud
Work with Hierarchies from Same Viewpoint on Separate Tabs
You can work with multiple hierarchies from the same viewpoint on separate tabs in a view. Use the Open in New Tab menu item for a viewpoint to display a temporary, duplicate instance of the viewpoint on a separate tab. The two viewpoint tabs can then be selected for side-by-side display or used in a comparison process. Drag-and-drop nodes across viewpoint instances to resolve differences between hierarchies in the same viewpoint. You can remove duplicate viewpoint tabs once they are no longer needed, or they will be automatically removed when the view is closed.
Business Benefit: Multiple hierarchies in the same viewpoint may need to be compared or reconciled to ensure alignment and data integrity across different business structures.
Key Resources
- Using Duplicate Viewpoint Tabs in Administering and Working with Oracle Enterprise Data Management Cloud
IMPORTANT Actions and Considerations
One-Week Lag Between Readiness Documents Live and Help Center Live
Because Oracle readiness documents (What's New and New Feature Summary) are live one week before the monthly update is applied to Test environments, some links to documentation included in the readiness documents will not work until after the Oracle Help Center update is complete when the monthly update is applied to Test environments.
REST API for Extracting a Dimension from a Viewpoint Parameter Clarification
Starting in 21.11, the fileName parameter that you specify in the Extract a Dimension Viewpoint API determined by whether or not you have enabled the Zip Extract option in the extract definition profile (see Editing Extracts):
- For extracts with Zip Extract enabled, specify the Zip Filename in the API zip file name for the fileName parameter. The Default Filename in the extract profile will be used for the text file name.
- For extracts with Zip Extract disabled, specify the Default Filename in the API text file name for the fileName parameter.